Invesco Trust for Investment Grade Municipals
VGM- Exchange
- NYSE
- SEC CIK
- 0000880892
No open-market purchases or sales by Invesco Trust for Investment Grade Municipals insiders were filed in the last 90 days; 103 institutions reported holding it in 13F filings for Q2 2026, worth $128.3M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Invesco Trust for Investment Grade Municipals as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 101
- +1 vs. Q1 2024
- Shares held
- 22.1M
- +398.5K (+1.8%) vs. Q1 2024
- Total value
- $227.5M
- +$13.2M (+6.2%) vs. Q1 2024
- New holders
- 13
- 30 more added
- Sold out
- 12
- 29 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VGM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $128.3M |
| Q1 2026 | 110 | $116.7M |
| Q4 2025 | 103 | $134.6M |
| Q3 2025 | 109 | $142.2M |
| Q2 2025 | 115 | $151.9M |
| Q1 2025 | 108 | $205.0M |
| Q4 2024 | 109 | $211.5M |
| Q3 2024 | 103 | $214.6M |
| Q2 2024 | 101 | $227.5M |
| Q1 2024 | 100 | $214.2M |
| Q4 2023 | 108 | $206.3M |
| Q3 2023 | 85 | $152.3M |
| Q2 2023 | 91 | $164.4M |
| Q1 2023 | 89 | $159.6M |
| Q4 2022 | 96 | $157.2M |
| Q3 2022 | 89 | $122.4M |
| Q2 2022 | 88 | $127.8M |
| Q1 2022 | 94 | $123.9M |
| Q4 2021 | 90 | $141.8M |
| Q3 2021 | 80 | $138.3M |
| Q2 2021 | 78 | $142.8M |
| Q1 2021 | 80 | $141.8M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 3,858,336 | $39.6M | 1.12% | −7,254−0.2% | Reduced |
| Cerity Partners LLC | 0 | $0 | 0.00% | −353,840−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −138,466−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −37,079−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −26,927−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −18,574−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −15,057−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,802−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −9,034−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −5,666−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −2,926−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −9,367−100.0% | Sold out |